Elio Benvenuto
Investment adviser representative at Oppenheimer & Co. Inc.
5 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
Are you Elio Benvenuto? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Oppenheimer & Co. Inc.Apr 2024 to now
- OppenheimerApr 2021 to now
- MML Investors Services, LLCMar 2021 to Mar 2021
- Massmutual Life Insurance CoApr 2020 to Feb 2021
- Northwestern MutualJun 2019 to Sep 2019
- GncSep 2017 to May 2019
- Salem State UniversitySep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7123949
- Firm CRD
- 249